A complete list of active advisors currently associated with Alohana Financial, LLC
Warmer can help you find a great advisor at Alohana Financial, LLC or one who fits your needs even better.
Alohana Financial, LLC is a fee-only registered investment adviser that provides investment management and financial planning services to individuals and high-net-worth individuals. The firm offers both ongoing and project-based planning engagements and discretionary portfolio management covering equities, fixed income, mutual funds, ETFs and cash equivalents. Alohana describes its investment process as asset-allocation driven and grounded in Modern Portfolio Theory, using a mix of passive and active vehicles and allowing for socially responsible (ESG) customization when clients request it. Portfolios are generally managed with a long‑term orientation, clients may impose reasonable written restrictions, and the firm recommends an institutional custodian for custody and trade execution. Noteworthy details in the brochure include that the firm is recently formed and currently reports no assets under management, and that it charges hourly fees for certain project-based planning work — a billing practice that is relatively uncommon for firms in the investment-manager category. The brochure also highlights the principal’s advanced academic degree and multiple professional credentials (CFP®, RLP®, and enrolled agent) and prior experience at national banking and clearing organizations.
To learn more about the advisors currently working at Alohana Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Durham, NC
| 7
|
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